Richard Scheele is a financial advisor at Osaic with nine years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors and Lincoln Financial Advisors Corporation for a combined total of 13 years. Scheele is also a partner and manager at The Next Level Planning Group, LLC, where he participates in high-level strategic decision-making and operational management. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations through a network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, employing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across various asset classes.

Olivia Hauser is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, she held various roles in education and other fields, including positions at Illinois State University and Mobile Therapy Centers of America. Fidelity’s Strategic Advisers LLC, where Olivia works, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund-of-funds and model portfolios delivered to intermediary platforms.

Mark Pautsch is a financial advisor with Cetera who holds a Series 66 designation and has 19 years of industry experience. He has worked at various Cetera entities since 2015. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios along with customized strategies.

Ezra Samuels is a financial advisor at Merrill based in Schaumburg, IL, holding a Series 66 designation with four years of industry experience. His career includes roles at Bank of America and Zeigler Auto Group. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, and other fiduciaries.

Jack Pierce is a CFP® and Series 66 credentialed financial advisor with four years of industry experience. He currently works at RBC Capital Markets and has prior experience at City National Bank and U.S. Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through both in-house and third-party managers, along with integrated financial planning and custody services.

George Kohl III is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. His prior work includes roles at Hines Interests Limited Partnership and the National Student Leadership Forum. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Julie Hoersten is a financial advisor at UBS Financial Services with 43 years of industry experience. She has held her current position at UBS since 2012. She holds Series 63 and Series 66 designations. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and comprehensive capital markets services.

Kyle Butson is a financial advisor with LPL Financial in Roselle, Illinois, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Edward Jones and Itasca Bank & Trust Co. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by extensive research and advanced technologies.

Michael Masciopinto is a financial advisor at Ameriprise with 37 years of industry experience. He has held his current role since 2020 and previously worked at Ameriprise Financial Services, Inc. for 33 years. He holds Series 63 and Series 65 licenses. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendation reports through a centralized consulting team.

Nicole Mackowiak is a financial advisor with Cetera, holding a Series 66 designation and 14 years of industry experience. She has worked previously at Avantax Investment Services and 1st Global Advisors, and she currently manages operations at Porte Brown Wealth Management. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a multi-manager platform with access to various third-party managers and program structures.

George Palacios Jr. is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at J.P. Morgan Securities since 2012. His prior work experience includes roles at Uber and On Q Protection and Investigation Services LLC. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary advisory model. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Kevin Kelly is a financial advisor at Cetera with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Avantax Investment Services and LPL Financial. Kelly also leads Legacy Tax & Accounting, LLC, where he manages tax preparation, accounting, and payroll services. Cetera Investment Advisers LLC serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and retirement services and operates a multi-manager platform combining affiliated and third-party investment strategies.

Kerry Wiberg is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. He has been with LPL Financial since 2009. In addition to his advisory role, he is involved in selling life, health, and long-term care insurance through general agencies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Robert Gattuso is a financial advisor with Morgan Stanley in Deerfield, IL, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked at various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he serves as a director of The Lambs, Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and firm-approved processes in its financial planning services.

Anum Melwani is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Prior to joining Merrill, Melwani worked at First Security Trust and Savings and JP Morgan Chase. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Burdette Martin is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in helping individuals and families connect all aspects of their financial lives to prioritize and pursue goals through personalized wealth management strategies. Burdette leverages the investment insights of Merrill and the banking services of Bank of America to create flexible strategies aligned with clients’ financial situations, risk tolerances, and long-term objectives. His expertise includes institutional and corporate benefit services, retirement income planning, portfolio management, and employee financial health. Burdette earned a Bachelor's Degree from the University of Illinois at Urbana-Champaign and holds the CERTIFIED FINANCIAL PLANNER® certification, obtained in 2022, as well as the Personal Investment Advisor (PIA) designation. He is a member of the Zeta Beta Tau Fraternity and contributes to his community through volunteering with Big Brothers Big Sisters. Burdette resides in the northern suburbs with his family and dog, Louie, where they enjoy exploring local preserves and trying new restaurants. Personal interests include chess, football, golfing, hiking, ice hockey, and traveling.

Ronald Dales Jr. is a financial advisor with Raymond James Financial Services Advisors Inc. in Glenview, IL, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with Raymond James and affiliated entities since 2016. Outside of his advisory role, he is a partner and 50% investor in an LLC that owns a commercial building. Raymond James Financial Services Advisors, Inc. serves a broad client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research, and supports clients through brokerage, advisory accounts, and outside managers.

Joseph Mazzocchi is a financial advisor with Edward Jones in Schaumburg, IL, holding a Series 66 designation and possessing one year of industry experience. Prior to joining Edward Jones in 2024, he worked at Community Trust Credit Union and Gold Coast Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering various advisory programs and investment strategies supported by a large network of financial advisors and branch offices. The firm provides discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mitchell Weiss is a financial advisor at Ameriprise Financial Services, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise in various capacities since 2009. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income and tax-aware withdrawal strategies.

Timothy Sattley is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley and its affiliates since 2010. Outside of his advisory role, he is a science fiction author and the sole proprietor of High Dive Games, a recreation and art-related business in Arlington Heights, Illinois. He is also employed by Harper Community College in Palatine, Illinois. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.